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Comments from China: DaiWW

Introducing DaiWW.: Sharp and current. He is not as gentle as our ShanghaiPanda who I still miss, but knows what he wants to say.

“Chinese. Geopolitics and history. China Strategic Intimidating Bureau. 我不是火锅大王. I am in Beijing, not in HK or the United States, it’s VPN.”

🔹Liang Wenfeng, the founder of DeepSeek, is one of the most remarkable stars in China’s tech scene. His DeepSeek models have already achieved huge success running on NVIDIA chips, but he had the courage to spend months porting the entire codebase to Huawei’s Ascend chips. This undoubtedly required a massive investment of both time and money, and it significantly delayed the release of DeepSeek’s latest version. Clearly, Liang bore enormous pressure — but he succeeded. He proved the effectiveness of Huawei’s chips and gave other Chinese AI companies a compelling reason to abandon NVIDIA and switch to Huawei. This is a crucial step in the development of Chinese AI. An entrepreneur like Liang is a true national asset for China.

🔹Huawei says that the upcoming Mate 90, set to be released in September this year, will feature a “Tao’s Law” chip that achieves performance comparable to traditional 3nm chips.

This is not something they can brag, as many industry experts will surely buy the Mate 90 for testing. If this proves to be true, it would be reasonable to expect Huawei to reach the equivalent of traditional 1.4nm chip performance by around 2031, as they have claimed days ago.

🔹This person Da Bo seems to be a very high-level chip talent. He brought the entire team back to China.

🔹The divide between open-source AI in China and closed-source AI in the United States has become increasingly clear, and the differences in their future approaches to AI development will only grow more pronounced. At its core, this is a reflection of the ideological divide between socialism and capitalism.

AI in the U.S. will be shaped by capitalism: the more wealth you have, the more intelligence you can buy, which in turn makes you even wealthier. The owners of AI companies, by gaining control over superintelligent AI, may ultimately become de facto “AI gods.” For ordinary people, the future looks grim—they may end up as pampered but purposeless pets of the rich, no longer needed for labor, as AI will have replaced most of them.

AI in China, by contrast, will follow a socialist path, striving for relative equality for people in access to AI. Just as China pursues “common prosperity” under its current leadership, future Chinese leaders will likely pursue “common intelligence.” Allowing intelligence to become a monopoly of the wealthy is unacceptable in China, and the emergence of a rich “AI god” will never be permitted. The Chinese government, on behalf of the people, is the de facto “AI god.”

Ordinary people around the world should, without question, stand with China’s approach to AI.

🔹On some public, attention-grabbing stage, America’s beloved Secretary of War gets to run his mouth, striking dramatic poses with his fiery rhetoric and oh-so-carefully modulated voice, just to prove how overwhelmingly powerful the U.S. military is. A few words from him, and bam—headline news, as if any little whim of U.S. foreign policy is supposed to make the whole world tremble.

This is something Americans absolutely love — it’s what they’re truly world-class at: talking. But when it comes to facing actual Iranian missiles and drones on a real battlefield? Well, let’s just say that’s not exactly their forte.

🔹Many MAGA accounts are using China’s grand welcome ceremony for Trump as a major talking point to prove that China takes the U.S. and Trump so seriously, and that “America is still great”—lol. The reality is, China holds a welcome ceremony for every visiting head of state. Plus, these ceremonies are not important. China can use them to stroke Trump’s ego, but will never make real concessions on substantive issues.

In fact, the fact that Americans are making such a big deal out of this also reveals their deep-seated insecurity. They need this kind of ceremonial validation from a superpower to soothe their own sense of inadequacy. Chinese used to do the same thing twenty years ago when it was not strong, but doesn’t need to anymore.

🔹And a final by Wang Yi, who has now joined Russia with making sure that the UN elects a decent leader, and not again a puppet.

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